iShares ESG Advanced Universal USD Bond ETF
EUSB
110 hedge funds and large institutions have $659M invested in iShares ESG Advanced Universal USD Bond ETF in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 63 increasing their positions, 8 reducing their positions, and 7 closing their positions.
688% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 8
371% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 7
38% more capital invested
Capital invested by funds: $478M → $659M (+$181M)
31% more funds holding
Funds holding: 84 → 110 (+26)
3.26% more ownership
Funds ownership: 103.35% → 106.61% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$100M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.67M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$5.22M |
| 4 |
Jane Street
New York
|
+$4.17M |
| 5 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
+$4.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NAG
Northstar Advisory Group
Northfield,
New Jersey
|
-$651K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$513K |
| 3 |
NCM
Northwest Capital Management
Lake Oswego,
Oregon
|
-$276K |
| 4 |
CRWM
Castle Rock Wealth Management
Walnut Creek,
California
|
-$251K |
| 5 |
CFG
Cooper Financial Group
Irvine,
California
|
-$229K |
EUSB Hedge Fund Activity: Q4 2021 in Review
110 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced Universal USD Bond ETF (EUSB) for Q4 2021, worth a combined $659M — up 38% from $478M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new EUSB positions and 7 closed out — a net gain of 26 holders — while 63 added to existing stakes and 8 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $100M. The largest seller was Northstar Advisory Group, exiting entirely with an estimated $651K sold.
- 110 institutional investors held iShares ESG Advanced Universal USD Bond ETF (EUSB) as of Q4 2021, up from 84 in Q3 2021.
- Funds reported $659M of iShares ESG Advanced Universal USD Bond ETF stock for Q4 2021, up 38% quarter-over-quarter.
- 33 funds opened new iShares ESG Advanced Universal USD Bond ETF positions in Q4 2021 and 7 closed out, a net change of +26 holders.
- The largest iShares ESG Advanced Universal USD Bond ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $100M added.
- The largest iShares ESG Advanced Universal USD Bond ETF seller in Q4 2021 was Northstar Advisory Group, an estimated $651K sold.
Based on aggregated 13F filings for Q4 2021.